Manage model finding fields

Manage the fields that appear on all finding types logged on your models. Choose from an array of field types with different properties and use cases.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

View, search, and filter findings fields

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

   Displayed in groups² as lists are the findings fields available to findings in your organization with a quick view of:³

   • Number of workflows that field is used in⁴
   • The field key
   • The field type⁵
   • Field description
   • Whether or not the field is required when creating findings
   • Quick actions you can take on the finding field

3. Narrow down existing findings fields available to your findings by searching or filtering for results:

² Add finding field groups

³ 

NoneMissing column headers?

Click, hold, and drag to the right to reveal additional columns.

⁴ Working with model workflows

⁵ Finding field types

Search fields

1. Click Search to search by keywords within a findings field.

2. Select whether to search in the Title or Description.

3. Click Search to narrow down your results by your entered keywords.

   Expand any inventory field group to see more fields.

Filter fields

1. Click Filter to filter fields by any of the following criteria:

   • finding types — The types of findings that use this field.
   • required on creation — Whether or not the field was set up as required on finding creation.
   • types — What type of field it is.
   • workflow triggered by field — What workflows are initiated when this field is edited.⁶
   • write permissions — Which model stakeholder types have permissions to edit this field.⁷

2. Click Apply Filters to narrow down your results by your configured criteria.

   Expand any inventory field group to see more fields.

⁶ Configure model workflows

⁷ Manage model stakeholder types

NoneNote that searching and filtering of fields stack.

For example, if you first search by keyword for Regression under Title without clearing that search, any additional filters applied will only apply to the results returned by that initial search.

Add or edit finding fields

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

   Here you can edit existing finding fields, or add a new one:

Add finding fields

To add a new finding field, click Add Field:

1. Finding fields require a type,⁸ a name, a description and a finding type.⁹

   • (Optional) You can also choose to indicate that a field is required when creating findings.
   • (Optional) You can also assign a field to a group.¹⁰
   • Assign write permissions to allow granular access to editing this field gated by model stakeholder types.¹¹

2. When you are satisfied with the setup of your finding field, click Save.

⁸ Finding field types

⁹ Manage finding types

¹⁰ Add finding field groups

¹¹ 

NoneLeave this field blank to leave permissions as default.

• By default, only the
  Customer Admin role has write access.
• All other users will have read-only access unless specified under the write permissions as a model stakeholder type.

Manage model stakeholder types

Edit finding fields

To edit an existing finding field:

1. Hover over the finding field you would like to edit.

   Expand any inventory field group to see more fields.¹²

2. When the appears under the Actions column, select Edit Details.

3. Make your desired changes to your finding field, then click Save.

¹² Add finding field groups

Finding field types

Single Line Text

Simple text value.

Attachments

Upload supporting files for your model.¹³ Files must be less than 50 MB each in size.

¹³ Manage supporting documentation

Long Text

Toggle Enable rich text formatting to create a template using the rich text editor.

Single Select

Click Add Option to define a list of options.

Multiple Select

Click Add Option to define a list of options.

Checkbox

A true/false value set by a toggle.

Number

Text value in valid number format. Number display (comma, fullstop, etc.) is determined by your browser’s locale. Select a number type:

• Simple — Define the decimal places that the number should be displayed up to and any large number abbreviations.
• Currency — Define the currency you would like the field to display in, as well as the decimal places that the number should be displayed up to and any large number abbreviations.

Simple number field type

Currency number field type

URL

Text value in valid URL format.

Date

• Date value in yyyy-mm-dd format.
• Selection is in the current user’s timezone; other users viewing this field will see the value automatically in their timezone.
• Set the date format for date fields under your profile.¹⁴

¹⁴ Manage your profile

Date Time

• Date value in yyyy-mm-dd, 24hr format.
• Selection is in the current user’s timezone; other users viewing this field will see the value automatically in their timezone.
• Set the date format for date time fields under your profile.¹⁵

¹⁵ Manage your profile

Email

Text value in valid email (user@domain.com) format.

User

• Select list pre-populated with users from your User Directory.¹⁶
• Toggle allow linking to multiple records on to allow multi-selection of users.

¹⁶ Manage users

Add finding field groups

To group finding fields, first create a finding field group:

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

3. Click Add Group and enter in a name and a description for the group.

4. Click Create Group to add the new group.

5. Assign the desired fields to the group.¹⁷

¹⁷ Add or edit finding fields

Delete finding fields

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

3. Hover over the field you would like to delete.

4. When the appears under the Actions column, click on it and select Delete Field.

5. After you confirm, the field will be removed.